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Invesco S&P MidCap Low Volatility ETF

191 hedge funds and large institutions have $396M invested in Invesco S&P MidCap Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

12% less capital invested

Capital invested by funds: $448M → $396M (-$52.5M)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.1M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
176
Sound Income Strategies
Florida
$8.31K
HHCP
177
Hilton Head Capital Partners
South Carolina
$8.18K
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
$6.36K
BFO
179
Biltmore Family Office
North Carolina
$6.24K
OAJ
180
Ogorek Anthony Joseph
New York
$6K
WTC
181
WhitTier Trust Company
Nevada
$5.37K
CA
182
CoreCap Advisors
Michigan
$4.74K
DIP
183
DT Investment Partners
Pennsylvania
$4.62K
KFG
184
Kingdom Financial Group
Arizona
$4.21K
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$3.74K
AssetMark Inc
186
AssetMark Inc
California
$2.93K
BTI
187
Blue Trust Inc
Georgia
$1.93K
WWMSC
188
Wagner Wealth Management (South Carolina)
South Carolina
$1.56K
Russell Investments Group
189
Russell Investments Group
United Kingdom
$312
PWM
190
Provident Wealth Management
Tennessee
$125
SS
191
Sunbelt Securities
Texas
$31
AWP
192
Avid Wealth Partners
Texas
Citadel Advisors
193
Citadel Advisors
Florida
Invesco
194
Invesco
Georgia
FTUS
195
Flow Traders U.S.
New York
AF
196
Allworth Financial
California
Truist Financial
197
Truist Financial
North Carolina
IWM
198
IHT Wealth Management
Illinois
CI
199
CPR Investments
Michigan
MFGM
200
Marshall Financial Group (Maryland)
Maryland